Client Engagement Tracking

Score Bands

What the Score Is Not

The engagement score does not measure the quality of a client's banking system, the health of their loans, or how well they're doing. A low score might simply mean the client's setup is complete and they're not logging in because there's nothing new to add — not that anything is wrong.

Use it as a starting point for identifying who might benefit from a call, not as an evaluation of their progress.

Where You See Engagement Scores

• Client list — A column shows each client's current score band (High / Medium / Low / None)
• Client profile header — Displays the numeric score and band
• Smart lists — Filter by engagement band to create targeted outreach lists
• Analytics → Engagement — The engagement analytics view shows how the recorded client book breaks down across engagement bands; Advisor Home does not carry an engagement-band widget

Improving Engagement Data Quality

The most reliable signal is policy snapshot updates — when a client keeps their records current, you both benefit from accurate data. Consider making data updates a part of your annual review conversation, framing it as keeping their banking system dashboard current.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.